Microsoft’s Worst Start Since 2008. Should You Buy the Dip?

The problem is, many investors don't think the demand will go up in an accelerating fashion and could stagnate or come down if the AI narrative implodes.Intelligent Cloud and Productivity and Business Processes are the two segments driving the most growth right now. Intelligent Cloud is where Microsoft Azure resides and is what investors are paying attention to. Most of the big-ticket spending is also going there, as Microsoft expects Azure to see more demand and hence is building out significant data cente ...